Annual Plan:
The Annual Plan is the consolidated planning view of the campus budget for the upcoming fiscal year. It brings together these elements into a single, integrated view:
Additional Resources
- EPM Workforce and Annual Plan User Guide
- Transfers and Annual Plan (Slides)
- Carryforward Process FAQs
- Workforce Planning FAQs
- Annual Plan FAQs
Known Issue Resolutions
- EPM Workforce Plan: BDP Funding Seed Method Issue Resolution Process
- EPM Workforce Plan: Positions less than 1.0 FTE Salary Issue Resolution
EPM - Workforce Planning Quick Reference Guides
- Navigating Position Roster Forms
- Navigating Budget Roster - Single Incumbent Forms
- Override BDP with Funding
- Add a New Position
- Add New CCOA Line Function
- Forms to View after Planner Edits
- Control Point Approval and Push to Annual Plan
- Using Add New Position Function to Add Incremental Position FTE and Salary
EPM - Annual Plan Quick Reference Guides
Subscribe to our email list to automatically receive updates when new content is added!
Contact Us